Register Financial Advisors’s JPMorgan Chase & Co 4.20% Series MM Preferred Stock JPM.PRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-6,480	Closed	-$113K	–	581
2022 Q4	$113K	Buy	+6,480	New	+$116K	0.07%	222

Other funds holding JPM.PRM

CAM

Cubic Asset Management Boston, Massachusetts $422M AUM 29.18% 1-Year Est. Return

ACA

Atlas Capital Advisors Jackson, Wyoming $875M AUM

Register Financial Advisors's JPM.PRM Position: Q1 2023 in Review

Register Financial Advisors sold out of JPMorgan Chase & Co 4.20% Series MM Preferred Stock (JPM.PRM) in Q1 2023, closing a stake of 6,480 shares — an estimated $113K sold.

Register Financial Advisors first reported a position in JPM.PRM in Q4 2022 and held it in 1 quarter. The position peaked at $113K in Q4 2022. 2 funds tracked by Wall St. Rank hold JPM.PRM as of Q1 2023.

Register Financial Advisors reported no remaining JPMorgan Chase & Co 4.20% Series MM Preferred Stock position as of Q1 2023 after selling out during the quarter.
Register Financial Advisors sold 6,480 JPMorgan Chase & Co 4.20% Series MM Preferred Stock shares in Q1 2023, an estimated $113K.
Register Financial Advisors first reported a position in JPMorgan Chase & Co 4.20% Series MM Preferred Stock in Q4 2022 and held it in 1 quarter.
Register Financial Advisors's JPMorgan Chase & Co 4.20% Series MM Preferred Stock position peaked at $113K in Q4 2022.
2 funds tracked by Wall St. Rank held JPMorgan Chase & Co 4.20% Series MM Preferred Stock as of Q1 2023.

Based on Register Financial Advisors's 13F filing for Q1 2023, filed 10 May 2023.